Blue Chip Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$211K Buy
2,514
+4
+0.2% +$337 0.17% 106
2020
Q2
$205K Sell
2,510
-336
-12% -$27.1K 0.19% 91
2020
Q1
$219K Buy
2,846
+306
+12% +$25.9K 0.27% 79
2019
Q4
$223K Buy
2,540
+10
+0.4% +$870 0.21% 97
2019
Q3
$221K Buy
2,530
+158
+7% +$13.7K 0.23% 93
2019
Q2
$207K Buy
+2,372
New +$205K 0.22% 95

Other funds holding HYG

Blue Chip Wealth Management's HYG Position: Q3 2020 in Review

Blue Chip Wealth Management increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 0.16% in Q3 2020, buying an estimated $337 and bringing the position to 2,514 shares worth $211K. The position accounts for 0.17% of the portfolio, ranked #106.

Blue Chip Wealth Management first reported a position in HYG in Q2 2019 and has held it in 6 quarters since. The position peaked at $223K in Q4 2019. 781 funds tracked by Wall St. Rank hold HYG as of Q3 2020.

  • Blue Chip Wealth Management held 2,514 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $211K as of Q3 2020.
  • Blue Chip Wealth Management bought 4 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2020, an estimated $337.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.17% of Blue Chip Wealth Management's portfolio in Q3 2020, its #106 holding.
  • Blue Chip Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2019 and has held it in 6 quarters since.
  • Blue Chip Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $223K in Q4 2019.
  • 781 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.